Episcopal Diocese of Rochester
Christians in the bond of community seeking to serve the world in the love of God

Parish Forms & Documents

Clergy Resources

(call the Diocesan Office for any password-protected forms)


 

Lay Licensing Certificates

Please submit an email request to Sarah Herzog for the certificates you need from the options below and include the names to be printed on them.  The certificates will be created at the diocese with the Bishop's signature and will be sent to you.

  • Lay Eucharistic Minister 
  • Lay Eucharistic Visitor 
  • Lay Preacher's License 
  • Lay Catechist License 
  • Lay Pastoral Leader 
  • Licenses second page
  • Lay Worship Leader 

Clergy Tax Forms and Resources - Watch Tax Help Video

State Equivalent – Withholding Certificate for Nonperiodic Pension Distributions (State Income Tax)

Go to Tax Publications to order a printed copy of the Clergy Tax Guide

Go to Tax Withholding Forms to get forms from previous years

 

Human Resources, Benefits & Training

Stewardship

  • Resources - The Episcopal Network for Stewardship (TENS)

Parish Finance and Administration

ADMIN Forms Due February 15th

Parochial Report  “NEW REQUIREMENTS FOR 2024 REPORT DUE IN 2025” Due March 1st

Login Instructions (Parish Users)View Video
Parochial Report Filing Site Walkthrough (Parish Users)View Video

NOTE: This year, the new requirements for the 2024 Parochial Report do not include reporting operating income as you have in the past. You will soon receive a postal mailing, requesting you to separately report your 2024 operating income directly to Cathy Shoemaker.


Employee Retention Tax Credit

2024 Parish Audit Files for Congregations  Due June 30th, 2025

Vestry Resources

Governance

Parish Building & Property  New

 

Threat and Violence Resources

With the many occasions of gun violence, here are various resources including those from the Department of Homeland Security for you to review for your parish.  Creating a plan in case of a threat or attack in your parish is most important!  Please reach out if you need any other assistance.


The Dept. of Homeland Security provides printable & video resources
Click for an animated video that might be easier for some to watch.


Active Shooter Preparedness documents.
 
It's imperative to have a Emergency Action Plan.  Here are worksheets for you to create an Emergency Action Plan.

In this dynamic threat environment, it is also important that organizations not only prepare their staff to respond to a potential incident, but also collectively determine the processes through which the organization and its staff recover from an incident.  Please review the Active Shooter Recovery Guide.